Nordson
NDSN
325 hedge funds and large institutions have $5.31B invested in Nordson in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 114 reducing their positions, and 29 closing their positions.
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
12% more capital invested
Capital invested by funds: $4.74B → $5.31B (+$565M)
4% more funds holding
Funds holding: 313 → 325 (+12)
0.59% more ownership
Funds ownership: 69.23% → 69.82% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 114
31% less call options, than puts
Call options by funds: $4.17M | Put options by funds: $6.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$55.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.7M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$9.92M |
| 4 |
MPIA
Mountain Pacific Investment Advisers
Boise,
Idaho
|
+$7.31M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$6.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.6M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$26.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$12.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
351
Pathstone Family Office
Englewood,
New Jersey
| – | -$2K | -15 | Closed |
|
|
FTI
352
Fiduciary Trust International
Lincoln,
Massachusetts
| – | -$1K | -10 | Closed |
|
|
QI
353
QS Investors
New York
| – | -$1K | -5 | Closed |
|
354
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$391 | -3 | -75% |
|
NDSN Hedge Fund Activity: Q1 2019 in Review
325 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nordson (NDSN) for Q1 2019, worth a combined $5.31B — up 12% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NDSN positions and 29 closed out — a net gain of 13 holders — while 102 added to existing stakes and 114 trimmed.
The largest buyer was American Century Companies, adding an estimated $55.1M. The largest seller was Millennium Management, cutting an estimated $26.6M.
- 325 institutional investors held Nordson (NDSN) as of Q1 2019, up from 313 in Q4 2018.
- Funds reported $5.31B of Nordson stock for Q1 2019, up 12% quarter-over-quarter.
- 42 funds opened new Nordson positions in Q1 2019 and 29 closed out, a net change of +13 holders.
- The largest Nordson buyer in Q1 2019 was American Century Companies, an estimated $55.1M added.
- The largest Nordson seller in Q1 2019 was Millennium Management, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2019.